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Why We Left Salesforce for Orderoso – Springboard Wine Company

This post was written by Orderoso customer Chloe Beard, founder and operations at Springboard Wine Company

Springboard Wine Company is a wine broker/distributor operating in California with 19 sales reps and 7 support staff members. We are dedicated to working hard on behalf of small family wineries, providing great customer service to our accounts and our sales team and running a thriving business that is sustainable over the long haul. We are always looking to improve our systems and run our business more efficiently. For that reason, we decided to drop 19 Salesforce licenses and move our sales reps to exclusively using Orderoso.

As it turns out, there are few tools in the marketplace built for outside sales teams that are affordable, scalable and include a robust set of features. We need the ability to work efficiently, manage our complex data needs, and provide tools to our growing sales team.

About 2 years ago, we migrated from a single user FileMaker database to Salesforce. Our entire admin system moved to Salesforce and we launched the first set of tools for our sales team. About a year into struggling to build out Salesforce and finding solutions for only half of our challenges, we found Orderoso. We were thrilled that Orderoso improved our efficiency in ways we never expected. Not only were the sales people happy to be able to place orders and find information about inventory and pricing on the fly, but the office staff found themselves fielding significantly fewer calls and benefitted from a vastly improved order process and workflow.

“We were thrilled that Orderoso improved our efficiency in ways we never expected.”

As our renewal contract with Salesforce approached, we started to think very carefully about the value of renewing that contract. Salesforce was failing to deliver on many fronts. Salesforce is built for an inside sales team. We have reps in the field, rarely sitting at their desks in front of their computers. The customer service at Salesforce is frustrating at best. We were struggling with user adoption of Salesforce and failing to find ways to get the team trained efficiently. Consulting fees for Salesforce and building custom integrations is very expensive. We were beginning to doubt that Salesforce was the long term solution we hoped it would be when we initially signed up.

“We were struggling with user adoption of Salesforce and failing to find ways to get the team trained efficiently. Consulting fees for Salesforce and building custom integrations is very expensive.”

Meanwhile, whenever we talked with Orderoso about what they were planning, they kept adding all of the features we needed and wanted to their roadmap. They were busily building a tool for our kind of team: the folks in the field, on the go, with only a few minutes to spare here and there and the need for lots of product, order and account information at the ready.

So, with only a month to spare, we decided to jettison Salesforce as the tool the reps were using and migrate all of those licenses to Orderoso. Not only did we know that the features we wanted would be built for them, but that the reps would be able to use the software intuitively, with very little training or additional support.

They are building a robust tool for our kind of business and they are great partners.

In addition, the folks at Orderoso value our business, our feedback and are actively listening to Springboard. They are building a robust tool for our kind of business and they are great partners. We decided, we couldn’t ask for anything more compelling and made the leap. Orderoso continues to roll out great features, incorporating feedback from their customers and giving us an outstanding suite of tools that just gets better and better with every release.